Cushing Capital Partners, Llc
- Regulatory AUM
- $275M
- Discretionary
- $239M
- Clients
- 199
- Avg AUM / client
- $1.4M
- Accounts
- 664
- Employees
- 2
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 05, 2026
Investments (13F portfolio — 96 positions, $130,117,459)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Etf Ser Solutions | APTUS COLLRD INV | $12,662,590 | 301,778 | 9.73% | 4.61% |
| 2 | Etf Ser Solutions | APTUS DEFINED | $8,243,654 | 301,634 | 6.34% | 3.0% |
| 3 | Spdr Series Trust | STATE STREET SPD | $4,881,067 | 63,771 | 3.75% | 1.78% |
| 4 | Capital Group Core Equity Et | SHS CREATION UNI | $4,779,465 | 124,114 | 3.67% | 1.74% |
| 5 | Vanguard Tax Managed Fds | VAN FTSE DEV MKT | $3,702,808 | 57,784 | 2.85% | 1.35% |
| 6 | Vanguard Star Fds | VG TL INTL STK F | $3,670,502 | 47,601 | 2.82% | 1.34% |
| 7 | Ishares Gold Tr | ISHARES NEW | $3,348,669 | 37,984 | 2.57% | 1.22% |
| 8 | Etf Ser Solutions | OPUS SML CP VL | $3,224,080 | 81,746 | 2.48% | 1.17% |
| 9 | Proshares Tr | S&P 500 DV ARIST | $2,917,354 | 27,520 | 2.24% | 1.06% |
| 10 | First Tr Exchange Traded Fd | DORSEY WRT 5 ETF | $2,916,477 | 48,256 | 2.24% | 1.06% |
| 11 | Invesco Exchange Traded Fd T | S&P500 EQL WGT | $2,907,275 | 15,148 | 2.23% | 1.06% |
| 12 | Ishares Tr | CORE S&P MCP ETF | $2,883,239 | 42,696 | 2.22% | 1.05% |
| 13 | Grayscale Bitcoin Mini Tr Et | SHS NEW | $2,838,883 | 94,661 | 2.18% | 1.03% |
| 14 | Doubleline Etf Trust | MORTGAGE ETF | $2,837,967 | 57,472 | 2.18% | 1.03% |
| 15 | Etf Ser Solutions | APTUS INT ENH YL | $2,756,009 | 111,715 | 2.12% | 1.0% |
| 16 | Etf Ser Solutions | APTUS ENHANCED | $2,658,421 | 120,019 | 2.04% | 0.97% |
| 17 | Select Sector Spdr Tr | STATE STREET HEA | $2,408,923 | 16,431 | 1.85% | 0.88% |
| 18 | Ishares Silver Tr | ISHARES | $2,232,335 | 32,761 | 1.72% | 0.81% |
| 19 | Etf Ser Solutions | APTUS LRG CAP UP | $1,969,901 | 77,251 | 1.51% | 0.72% |
| 20 | Capital Group Intl Focus Eqt | SHS CREATION UNI | $1,879,953 | 63,749 | 1.44% | 0.68% |
| 21 | Vanguard Intl Equity Index F | FTSE SMCAP ETF | $1,838,205 | 12,609 | 1.41% | 0.67% |
| 22 | Etf Ser Solutions | APTUS DRAWDOWN | $1,670,751 | 33,800 | 1.28% | 0.61% |
| 23 | Select Sector Spdr Tr | STATE STREET IND | $1,658,905 | 10,257 | 1.27% | 0.6% |
| 24 | Vanguard Intl Equity Index F | FTSE EMR MKT ETF | $1,626,936 | 30,101 | 1.25% | 0.59% |
| 25 | Apple Inc | COM | $1,583,133 | 6,238 | 1.22% | 0.58% |
Top 25 of 96 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 102 | $35.1M | 12.8% |
| High net worth individuals | 97 | $235M | 85.5% |
| Charitable organizations | Fewer than 5 clients | $817K | 0.3% |
| Corporations and other businesses | Fewer than 5 clients | $4.0M | 1.46% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jacob Steven Mayer | Managing Partner | CFP | Mar 2021 (5y) | ≈ 37.5% – 75% via Mayer Capital, Llc |
| Matthew James Ottusch | Managing Partner, Chief Compliance Officer | CFP | Mar 2021 (5y) | ≈ 37.5% – 75% via Mjo Consulting, Llc |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Mjo Consulting, Llc | Owner | Mar 2021 | A | 50% – 75% |
| Mayer Capital, Llc | Owner | Mar 2021 | A | 50% – 75% |
Estimated effective ownership (look-through of filed bands):
- Jacob Steven Mayer: 75% – 100% of Mayer Capital, Llc × 50% – 75% direct ≈ 37.5% – 75% of the firm
- Matthew James Ottusch: 75% – 100% of Mjo Consulting, Llc × 50% – 75% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/05/2026 | 974 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Wells Fargo $275M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 05, 2026.
View current Form ADV (SEC/IAPD) ↗